MGIA
Moneta Group Investment Advisors’s Southern Company SO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $697K | Buy |
7,587
+1,029
| +16% | +$94.5K | 0.01% | 371 |
|
|
2025
Q1 | $603K | Sell |
6,558
-595
| -8% | -$54.7K | 0.01% | 372 |
|
|
2024
Q4 | $589K | Buy |
7,153
+646
| +10% | +$53.2K | 0.01% | 372 |
|
|
2024
Q3 | $587K | Buy |
6,507
+367
| +6% | +$33.1K | 0.01% | 377 |
|
|
2024
Q2 | $476K | Buy |
6,140
+279
| +5% | +$21.6K | 0.01% | 402 |
|
|
2024
Q1 | $420K | Buy |
5,861
+1,002
| +21% | +$71.9K | 0.01% | 412 |
|
|
2023
Q4 | $341K | Buy |
4,859
+620
| +15% | +$43.5K | 0.01% | 414 |
|
|
2023
Q3 | $274K | Sell |
4,239
-1,862
| -31% | -$121K | 0.01% | 423 |
|
|
2023
Q2 | $429K | Buy |
6,101
+658
| +12% | +$46.2K | 0.01% | 350 |
|
|
2023
Q1 | $379K | Buy |
5,443
+788
| +17% | +$54.8K | 0.01% | 366 |
|
|
2022
Q4 | $315K | Buy |
+4,655
| New | +$315K | 0.01% | 359 |
|
|
2022
Q3 | – | Sell |
-4,431
| Closed | -$316K | – | 461 |
|
|
2022
Q2 | $316K | Buy |
4,431
+87
| +2% | +$6.2K | 0.01% | 375 |
|
|
2022
Q1 | $315K | Buy |
+4,344
| New | +$315K | 0.01% | 352 |
|
|
2021
Q3 | – | Sell |
-6,528
| Closed | -$395K | – | 471 |
|
|
2021
Q2 | $395K | Buy |
6,528
+688
| +12% | +$41.6K | 0.02% | 319 |
|
|
2021
Q1 | $363K | Buy |
5,840
+1,249
| +27% | +$77.6K | 0.02% | 299 |
|
|
2020
Q4 | $282K | Buy |
+4,591
| New | +$282K | 0.02% | 262 |
|
|
2020
Q1 | – | Sell |
-3,595
| Closed | -$229K | – | 287 |
|
|
2019
Q4 | $229K | Buy |
3,595
+50
| +1% | +$3.19K | 0.02% | 223 |
|
|
2019
Q3 | $219K | Buy |
+3,545
| New | +$219K | 0.02% | 235 |
|
|
2019
Q2 | – | Sell |
-3,812
| Closed | -$197K | – | 276 |
|
|
2019
Q1 | $197K | Buy |
+3,812
| New | +$197K | 0.02% | 208 |
|
|
2018
Q3 | – | Sell |
-11,413
| Closed | -$529K | – | 347 |
|
|
2018
Q2 | $529K | Buy |
11,413
+2,031
| +22% | +$94.1K | 0.06% | 166 |
|
|
2018
Q1 | $403K | Buy |
9,382
+4,864
| +108% | +$209K | 0.05% | 134 |
|
|
2017
Q4 | $217K | Sell |
4,518
-110
| -2% | -$5.28K | 0.03% | 182 |
|
|
2017
Q3 | $227K | Sell |
4,628
-4,484
| -49% | -$220K | 0.04% | 181 |
|
|
2017
Q2 | $436K | Buy |
9,112
+4,220
| +86% | +$202K | 0.07% | 136 |
|
|
2017
Q1 | $244K | Sell |
4,892
-917
| -16% | -$45.7K | 0.05% | 137 |
|
|
2016
Q4 | $286K | Buy |
5,809
+1,667
| +40% | +$82.1K | 0.06% | 130 |
|
|
2016
Q3 | $212K | Sell |
4,142
-7,100
| -63% | -$363K | 0.05% | 134 |
|
|
2016
Q2 | $603K | Buy |
11,242
+2,540
| +29% | +$136K | 0.13% | 99 |
|
|
2016
Q1 | $450K | Buy |
+8,702
| New | +$450K | 0.1% | 113 |
|
|
2015
Q4 | – | Sell |
-5,722
| Closed | -$256K | – | 371 |
|
|
2015
Q3 | $256K | Buy |
+5,722
| New | +$256K | 0.07% | 111 |
|
|
2015
Q1 | – | Sell |
-4,075
| Closed | -$200K | – | 145 |
|
|
2014
Q4 | $200K | Sell |
4,075
-767
| -16% | -$37.6K | 0.1% | 136 |
|
|
2014
Q3 | $211K | Buy |
4,842
+167
| +4% | +$7.28K | 0.11% | 130 |
|
|
2014
Q2 | $212K | Buy |
+4,675
| New | +$212K | 0.11% | 130 |
|